nancy cordes is at the white house. all right, nancy, what is it that republicans want? >> what they want are sweeping concessions on immigration policy. the president had some harsh words for them here today. he said ukraine is going to lose its fight against russia without more american help soon. and he said the failure to provide that assistance before the holidays would be the best gift that russian president vladimir putin could get. here is the issue. many republicans in congress actually support the $61 billion the white house is seeking for ukraine. but they're vowing to vote against it until they secure those sweeping changes to u.s. border policy in the face of a record number of migrant crossings this year. democrats called their plan extreme. so we're now in a situation where past u.s. assistance to ukraine has all but run out. the white house has promised ukraine and all of its allies that more help is on the way, and yet now this is all tied up until the two sides can work out something on immigration, an issue that has divided them bitterly, norah, for de

cbs's nancy cordes is at the white house. comes to what is it the republicans want? >> reporter: norah, what they want our sweeping concessions on immigration policy. the president had some harsh words for them here today. he said ukraine is going to lose its fight against russia without more american help soon. and he said the failure to provide that assistance before the holiday would be the best gift that russian president vladimir putin could get. here's the issue: many republicans in congress actually support the $61 billion the white house is seeking for ukraine. but they are vowing to vote against it until they secure those sweeping changes to u.s. border policy in the face of a record number of migrant crossings this year. democrats called their plan extreme. though we are now in a situation where past u.s. assistance to ukraine has all but run out. the white house has promised ukraine at all of its allies that more help is on the way, and yet now, this is all tied up until the two sides can work out something on immi

nancy: yeah, so i think one of the biggest concerns is inflation. we know that the cordg down but the sticky inflation number is still very high. and if you look at historical numbers back in the 1970's and period with we had inflation restart, it's pretty positively correlated. we're at the turning point. but the other thing i'm concerned about is red sea. delivery times have come down but they're about to go up if we have to continue to go in alternate routes for shipping. so that's something on our radar. we're not concerned about earnings. we think margins are going to continue to improve. that was the good news story the second half of this year. and so we think that continues. management's done an excellent job because most of them refinanced before rates went up. i haven't been complementary of the fed and they can still screw this up in my view. caroline: we are going to go into red sea in a moment but i want to go back to some of the expertise that i'm so please that you bring to our technology shows. nancy, you are someone who might not think that the feds are